Helping individuals and small business owners obtain protection for themselves, their families, and their businesses to optimize their wealth and protect their life’s work is what I do. The design and implementation of financial strategies is different for each individual, but the end result is always the same: financial security with an improved overall financial balance.
My experience in the financial services industry since 2005 coupled with being a small business owner gives me a unique perspective when working with clients. I identify with your entrepreneurial nature and understand the challenges, risks, and opportunities you face. This has led me to specialize in working with small business owners and dental professionals.
Since 2010 I have been the endorsed Disability Insurance Agent at the University of Minnesota for the Dental School. While my work with dental students and residents began at the University of Minnesota I have since been able to extend my services across the country.
I am an authorized user of The Living Balance Sheet®, an electronic wealth organizational platform that provides a comprehensive view of your financial world. The focus is on a process and not products to provide coordination and integration of your protection, cash flow, assets and liabilities.
In 2005, I graduated from the University of St. Thomas with a bachelor’s degree in Entrepreneurship. When I am not working I’m spending time with my family, friends, and business partners. I enjoy traveling, sports, golfing, fishing, and spending time at the family cabin in Northern Minnesota.
Dustin Peltier is a Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.